ptype: Payment Type Filtering

Terence Keaser shared this question 2 years ago
Need Answer

We would like to be able to filter payment type in the Lead Keyword's box

Comments (5)

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We don't have a way to add that filter but you can create a custom report with a payment type column and any other column you'd want to go with it.

478a5b270deb2f240086b2906993b603

You could also filter this report and export it if you'd like. If you have any other question et us know.

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We do that already and pull all the payment types.

She chooses filter - Has Payments - Goes to 5/21/18 - It shows everyone who made payments. It is in the keyword filter on the lead screen where want ptype to be an option.

We created a report that shows all payment types. We want to break it down to only "credit" as an example.

If this doesn't make sense give me a call 419-339-9701 x207

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Nevermind. Sounds like this isn't going to possible

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Yeah, we don't currently have a way to add this filter but I'll add this to our product development system and we'll look into adding this as a feature in the future.

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Thanks